Attach equipment to a job

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Overview

You can attach equipment on the Call Booking and Job screens, access detailed information about the attached equipment, and remove the attached equipment from the job. This allows technicians to view job-specific equipment in ServiceTitan Mobile.

Coming ST-82: You can also create new equipment without leaving the job record.


Who uses this feature

  • Office employees

  • Applies to all business types

Things to know

  • CSRs can attach equipment to a job directly from the Call Booking screen and the Jobs screen. 

  • Technicians can see equipment attached to the job with a new Job Specific Equipment filter on the existing equipment table.

  • If the job status is set to Completed or Canceled, the equipment can no longer be modified on the job.

  • If there is no installed equipment associated with the location, the equipment table does not appear on the Job page.

  • When you add an equipment record on the Location screen, the Predicted Replacement Date and Actual Replacement Date fields will be automatically populated.

Attach equipment during Job Booking

Tip: When you book a job, make sure to attach equipment to the job and select the technician who can view the job-specific equipment.

Booking interface showing technician selection, summary, and equipment attachment options.The Equipment drawer opens where you can select and attach installed equipment that is at the customer’s location.

Coming ST-82: If the equipment isn’t listed, click Create New Equipment to add it.

Equipment selection dialog for Jack Turner showing eight items, with equipment E1001 selected for attachment.

After you attach equipment to a job, you can click it to open the equipment details drawer. It’s the same drawer you use on the Location screen.

Overview of electrical panel details including installation and replacement dates.

Attach equipment from the Job screen

If there is equipment attached to the job, an Equipment table appears. You can click Attach Equipment to open the Equipment drawer and attach more equipment to the job. If you want to remove attached equipment from the job, click the Remove icon.

Table displaying equipment details with an option to attach new equipment.

Coming ST-82: To add installed equipment associated with the location isn’t listed, click Job Actions > Attach Equipment.

Job Actions menu highlights the Attach Equipment option within a service management job record.

To attach existing equipment to the job, select the equipment then click Attach. To add new equipment, click Create New Equipment. When finished, you can select and attach it to the job.

Equipment selection dialog for Jack Turner showing eight items, with equipment E1001 selected for attachment.

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